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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,830 | $52,580+65.1% | $71,671+21.2% | $70,126+23.8% |
| Participation rate | 51.9% | 60.9%-9.0pp | 68.7%-16.9pp | 69.5%-17.7pp |
| Annual return | 19.18% | 20.25%-1.1pp | 20.65%-1.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $83 | $1,616-94.9% | $2,460-96.6% | $2,343-96.5% |
| Participant deferral / active EE | $1,075 | $2,386-55.0% | $3,438-68.7% | $3,332-67.7% |
| Admin fee / account holder | $1,872 | $3,653-48.7% | $5,558-66.3% | $4,645-59.7% |